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Smart onboarding: residence home profile + suggestion engine

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14 new optional residence fields (heating, cooling, water heater, roof,
pool, sprinkler, septic, fireplace, garage, basement, attic, exterior,
flooring, landscaping) with JSONB conditions on templates.

Suggestion engine scores templates against home profile: string match
+0.25, bool +0.3, property type +0.15, universal base 0.3. Graceful
degradation from minimal to full profile info.

GET /api/tasks/suggestions/?residence_id=X returns ranked templates.
54 template conditions across 44 templates in seed data.
8 suggestion service tests.
This commit is contained in:
Trey T
2026-03-30 09:02:03 -05:00
parent 4c9a818bd9
commit cb7080c460
16 changed files with 1347 additions and 32 deletions
Download Patch File Download Diff File Expand all files Collapse all files

32
internal/dto/requests/residence.go
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@@ -25,6 +25,22 @@ type CreateResidenceRequest struct {
PurchaseDate *time.Time `json:"purchase_date"`
PurchasePrice *decimal.Decimal `json:"purchase_price"`
IsPrimary *bool `json:"is_primary"`
// Home Profile
HeatingType *string `json:"heating_type" validate:"omitempty,oneof=gas_furnace electric_furnace heat_pump boiler radiant other"`
CoolingType *string `json:"cooling_type" validate:"omitempty,oneof=central_ac window_ac heat_pump evaporative none other"`
WaterHeaterType *string `json:"water_heater_type" validate:"omitempty,oneof=tank_gas tank_electric tankless_gas tankless_electric heat_pump solar other"`
RoofType *string `json:"roof_type" validate:"omitempty,oneof=asphalt_shingle metal tile slate wood_shake flat other"`
HasPool *bool `json:"has_pool"`
HasSprinklerSystem *bool `json:"has_sprinkler_system"`
HasSeptic *bool `json:"has_septic"`
HasFireplace *bool `json:"has_fireplace"`
HasGarage *bool `json:"has_garage"`
HasBasement *bool `json:"has_basement"`
HasAttic *bool `json:"has_attic"`
ExteriorType *string `json:"exterior_type" validate:"omitempty,oneof=brick vinyl_siding wood_siding stucco stone fiber_cement other"`
FlooringPrimary *string `json:"flooring_primary" validate:"omitempty,oneof=hardwood laminate tile carpet vinyl concrete other"`
LandscapingType *string `json:"landscaping_type" validate:"omitempty,oneof=lawn desert xeriscape garden mixed none other"`
}
// UpdateResidenceRequest represents the request to update a residence
@@ -46,6 +62,22 @@ type UpdateResidenceRequest struct {
PurchaseDate *time.Time `json:"purchase_date"`
PurchasePrice *decimal.Decimal `json:"purchase_price"`
IsPrimary *bool `json:"is_primary"`
// Home Profile
HeatingType *string `json:"heating_type" validate:"omitempty,oneof=gas_furnace electric_furnace heat_pump boiler radiant other"`
CoolingType *string `json:"cooling_type" validate:"omitempty,oneof=central_ac window_ac heat_pump evaporative none other"`
WaterHeaterType *string `json:"water_heater_type" validate:"omitempty,oneof=tank_gas tank_electric tankless_gas tankless_electric heat_pump solar other"`
RoofType *string `json:"roof_type" validate:"omitempty,oneof=asphalt_shingle metal tile slate wood_shake flat other"`
HasPool *bool `json:"has_pool"`
HasSprinklerSystem *bool `json:"has_sprinkler_system"`
HasSeptic *bool `json:"has_septic"`
HasFireplace *bool `json:"has_fireplace"`
HasGarage *bool `json:"has_garage"`
HasBasement *bool `json:"has_basement"`
HasAttic *bool `json:"has_attic"`
ExteriorType *string `json:"exterior_type" validate:"omitempty,oneof=brick vinyl_siding wood_siding stucco stone fiber_cement other"`
FlooringPrimary *string `json:"flooring_primary" validate:"omitempty,oneof=hardwood laminate tile carpet vinyl concrete other"`
LandscapingType *string `json:"landscaping_type" validate:"omitempty,oneof=lawn desert xeriscape garden mixed none other"`
}
// JoinWithCodeRequest represents the request to join a residence via share code